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2,368 hedge funds and large institutions have $155B invested in Verizon in 2018 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 970 increasing their positions, 905 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 309 | Existing positions closed: 93

101% more funds holding in top 10

Funds holding in top 10: 130261 (+131)

45% more call options, than puts

Call options by funds: $2.02B | Put options by funds: $1.4B

9% more funds holding

Funds holding: 2,1752,368 (+193)

6% more capital invested

Capital invested by funds: $146B → $155B (+$8.9B)

7% more repeat investments, than reductions

Existing positions increased: 970 | Existing positions reduced: 905

1% more ownership

Funds ownership: 66.15%67.15% (+1%)

Holders
2,368
Holders Change
+193
Holders Change %
+8.87%
% of All Funds
52.75%
Holding in Top 10
261
Holding in Top 10 Change
+131
Holding in Top 10 Change %
+100.77%
% of All Funds
5.81%
New
309
Increased
970
Reduced
905
Closed
93
Calls
$2.02B
Puts
$1.4B
Net Calls
+$627M
Net Calls Change
+$387M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.7B +$642M +11,311,388 +4%
BlackRock
2
BlackRock
New York
$16.8B +$1.32B +23,309,257 +8%
State Street
3
State Street
Massachusetts
$8.56B +$96.8M +1,705,217 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.01B +$398M +7,005,965 +6%
Capital Research Global Investors
5
Capital Research Global Investors
California
$5.19B -$407M -7,178,424 -7%
Capital World Investors
6
Capital World Investors
California
$3.89B -$139M -2,453,975 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.61B -$38.1M -672,099 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.23B +$125M +2,195,292 +4%
Bank of America
9
Bank of America
North Carolina
$3.13B -$40.5M -713,721 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.06B +$316M +5,571,185 +11%
Northern Trust
11
Northern Trust
Illinois
$2.9B +$176M +3,107,964 +6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$2.6B -$124M -2,193,684 -5%
Norges Bank
13
Norges Bank
Norway
$2.43B +$37.3M +657,053 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.42B -$17.7M -312,396 -0.7%
Capital International Investors
15
Capital International Investors
California
$2.25B -$166M -2,931,148 -7%
Morgan Stanley
16
Morgan Stanley
New York
$2.11B -$267M -4,713,363 -11%
Wells Fargo
17
Wells Fargo
California
$1.69B +$49.2M +867,205 +3%
Charles Schwab
18
Charles Schwab
California
$1.38B +$19.9M +350,038 +1%
Goldman Sachs
19
Goldman Sachs
New York
$1.37B +$40.5M +713,943 +3%
Ameriprise
20
Ameriprise
Minnesota
$1.33B +$139M +2,444,726 +12%
Deutsche Bank
21
Deutsche Bank
Germany
$1.31B -$9.5M -167,503 -0.7%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.3B +$56.5M +995,123 +5%
Franklin Resources
23
Franklin Resources
California
$1.21B -$173M -3,055,373 -12%
LSV Asset Management
24
LSV Asset Management
Illinois
$1.03B +$58.9M +1,037,670 +6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.01B +$13.7M +241,284 +1%

VZ Hedge Fund Activity: Q4 2018 in Review

2,368 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2018, worth a combined $155B — up 6.1% from $146B a quarter earlier.

Buyers outnumbered sellers: 309 funds opened new VZ positions and 93 closed out — a net gain of 216 holders — while 970 added to existing stakes and 905 trimmed.

The largest buyer was BlackRock, adding an estimated $1.32B. The largest seller was Capital Research Global Investors, cutting an estimated $407M.

  • 2,368 institutional investors held Verizon (VZ) as of Q4 2018, up from 2,175 in Q3 2018.
  • Funds reported $155B of Verizon stock for Q4 2018, up 6.1% quarter-over-quarter.
  • 309 funds opened new Verizon positions in Q4 2018 and 93 closed out, a net change of +216 holders.
  • The largest Verizon buyer in Q4 2018 was BlackRock, an estimated $1.32B added.
  • The largest Verizon seller in Q4 2018 was Capital Research Global Investors, an estimated $407M sold.

Based on aggregated 13F filings for Q4 2018.